Better Proposals + Microsoft Outlook + Maximizer CRM
Better Proposals + Microsoft Outlook + Maximizer CRM
Create Maximizer notes and email drafts in Microsoft Outlook when new proposals are paid in Better Proposals
With this seamless workflow in place, you can automatically generate detailed Maximizer notes and draft personalized follow-up emails whenever a new Better Proposals proposal is successfully paid. Streamline your workflow, nurture client relationships, and close deals with ease. Experience the power of automation today and take your sales game to the next level!
- When this happens...Proposal PaidTriggers when a proposal is paid.
- automatically do this...Create NoteCreates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
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More things you can do with these apps
Discover other triggers and actions you can use with Better Proposals, Maximizer CRM, and more
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItTriggerInstant
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
ActionWrite- New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItTriggerInstant








